Tax Planning

Provided by Tax Advisers USA, LLC

Here’s How to Beat the IRS. Legally!

Are you confident you’re taking advantage of every tax break you deserve? The world is full of tax preparers who can put the “right” numbers in the right boxes on the right forms by the right deadlines. But what are they doing to make sure you get all the breaks you deserve? When was the last time your tax preparer came to you and said “Here’s an idea I think will save you money?”

At Tax Advisers USA, LLC, we believe proactive tax planning is the key to keeping more of what you make. Proactive tax planning means scouring your income and expenses for every available deduction, credit, loophole, and opportunity. And we do it without “aggressive” strategies, “gray areas” or “red flags.” We help you design a dynamic tax plan using pre-emptive tax-saving strategies, and then help you implement that plan so you actually realize the planned-for savings.

In addition we will review your last 3 years tax returns. Your tax pro may be leaving thousands of your dollars on the table. If your doctor said you need surgery, you'd pay for second opinion, right? Think of our Tax Relief service as a "second opinion" for your financial health.

We will meet with you for an initial one to two hours to determine what your specific tax needs are. This meeting helps us to understand the strengths and weaknesses of your current tax strategies prior to making recommendations.

Initial fees for tax planning services are paid when you engage us to perform those services for you by signing an engagement letter. From that point forward, you will be placed on our contact list to receive tax news as it happens so you can take advantage of changes as they happen, and you can feel free to email our tax specialist with questions as they arise.

If you think this common sense approach sounds like a smarter way to manage your taxes, please give us a call to arrange a free initial meeting so we can answer all of your questions about our philosophy, methodology, services and fees, or download and read our ADV Part II and Schedule F.